Financialize
Insurance Lead Generation FAQ

Financialize is a lead generation company that provides verified annuity, life insurance, Medicare, and lead revival services. We connect licensed agents with prospects who are actively seeking financial products.

We deliver compliant, high-quality leads so agents can focus on selling, not prospecting. Agents can sign up on our website and start buying leads immediately.

No. Financialize does not require upfront fees or retainers. Agents only pay for the leads they choose.

All Financialize leads are exclusive to the agent who purchases them. In cases where leads are shared, it is clearly disclosed.

Yes. All agents working with Financialize complete HIPAA certification to ensure compliance and consumer protection.

Annuity leads are prospects actively seeking retirement planning, guaranteed income solutions, or wealth protection through annuities.

Every annuity lead is call-verified by our U.S.-based team and screened for TCPA compliance.

Financialize annuity leads are priced based on type and qualification level. Standard verified leads average $400–$500, with warm transfer and fact-finder leads ranging higher.

While results vary by agent, Financialize annuity leads consistently convert above industry averages due to our strict verification process.

Yes. Agents can request annuity leads based on filters such as state, age range, or investment need.

Life insurance leads are prospects looking to purchase term life, whole life, IUL, or final expense policies.

Life leads come from digital advertising, inbound requests, and direct consumer inquiries, all verified for compliance.

We focus on quality by confirming intent, contactability, and TCPA compliance before delivering leads to agents.

Leads are delivered in real time to the agent’s account after verification.

Yes. All life insurance leads sold through Financialize are exclusive to a single agent.

Medicare leads are prospects turning 65 or currently enrolled who are exploring Medicare Advantage, supplement, or prescription drug plans.

Yes. All Medicare leads follow CMS marketing guidelines and TCPA compliance standards.

On average, Financialize Medicare leads cost around $30 each, depending on filters and demand.

Medicare leads are delivered electronically through our secure platform in real time.

Yes. All life Medicare leads sold through Financialize are exclusive to a single agent.

Lead revival is Financialize’s system for re-engaging old or inactive leads with TCPA-compliant outreach.

We use advanced automation, SMS, calls, and compliant messaging to re-activate dormant leads, turning lost opportunities into sales.

Reviving old leads provides agents with a lower-cost pipeline and higher ROI compared to only buying fresh leads.

Yes. Agents can choose which leads to revive, customize outreach frequency, and receive results directly in their account.

Absolutely. All revival processes follow strict TCPA and consent guidelines.

Yes. Every lead goes through TCPA screening and consent verification before delivery.

We follow HIPAA guidelines, encrypt all consumer data, and restrict access to authorized agents only.

Yes. Only licensed agents can purchase and work Financialize leads.

Compliance processes are reviewed regularly and updated to align with HIPAA, TCPA, and CMS regulations.

Yes. Agents receive guidance on proper lead handling and compliance requirements.

Agents can sign up directly on Financialize.com at no cost. Accounts are activated immediately for standard leads.

No. Leads are delivered via our secure platform and can also integrate with most CRMs.

Yes. Financialize supports integrations with Go High Level, ActiveCampaign, and other CRMs through API or export.

Leads are delivered in real time as soon as verification is complete.

Agents have access to 24/7 support for technical issues, compliance questions, and lead optimization guidance.